HHRDM
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H&H Retirement Design & Management’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

H&H Retirement Design & Management’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,259
Closed -$339K – 71
2022
Q3 		$339K Buy
7,259
+73
+1% +$3.89K 0.32% 52
2022
Q2 		$396K Buy
+7,186
New +$398K 0.29% 52

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
DILIC
Dai-ichi Life Insurance Company Tokyo, Japan $3.49B AUM 27.28% 1-Year Est. Return
KCMRT
Kemper Corp Master Retirement Trust Chicago, Illinois $141M AUM 3.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H Retirement Design & Management's IGLB Position: Q4 2022 in Review

H&H Retirement Design & Management sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q4 2022, closing a stake of 7,259 shares — an estimated $339K sold.

H&H Retirement Design & Management first reported a position in IGLB in Q2 2022 and held it in 2 quarters. The position peaked at $396K in Q2 2022. 143 funds tracked by Wall St. Rank hold IGLB as of Q4 2022.

  • H&H Retirement Design & Management reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • H&H Retirement Design & Management sold 7,259 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q4 2022, an estimated $339K.
  • H&H Retirement Design & Management first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • H&H Retirement Design & Management's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $396K in Q2 2022.
  • 143 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q4 2022.

Based on H&H Retirement Design & Management's 13F filing for Q4 2022, filed 17 Jan 2023.